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Veritas NetBackup™ Self Service Installation Guide
Last updated: 2018-09-11
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Contents
■ Adapter
■ Panels
■ Web service
■ Tasks
■ Database
You can distribute the components a number of different ways, but the focus of this
guide is the two-server install. A web server that hosts the websites, web services
and Windows Service, and a database server that hosts the databases.
Introduction 7
About Self Service components
■ About prerequisites
About prerequisites
The person who installs NetBackup Self Service needs a working knowledge of
SQL Server, Windows Services, and Internet Information Services (IIS).
NetBackup Self Service can be installed on the following Windows platforms:
■ Windows Server 2012/2012 R2
■ Windows Server 2016
Table 2-1
Component Requirement
■ Installation overview
■ IIS considerations
■ Install Portal
■ Install Adapter
■ Validation
■ Installed components
Installation overview
The Self Service installation is a multi-part installation. Table 3-1 provides an
overview of the process. Additionally, this chapter provides details on where the
various Self Service components are installed.
IIS considerations
Before you begin installation, you should give some consideration to how you want
to configure IIS. Four components are installed within IIS:
■ Portal website
■ Portal web services
■ Adapter pages
■ Adapter web services
The security considerations for these components are different. The portal website
and adapter pages must be visible to all the users of the system. This requirement
can mean exposing the website over the public Internet. The portal web services
and adapter web service provide an integration point. Only internal systems need
access to these pages.
The recommended configuration is to create two IIS websites for the components.
The first IIS website hosts the portal website and adapter pages. The second IIS
website hosts the portal web services and adapter web services.
Create two websites in IIS. The first is the public facing website to host the portal
and the adapter panels. The second is the private website to host the web services.
Configure the security of the IIS websites. Be sure to restrict the visibility of the
private IIS website so that it is not exposed over the public Internet.
you install Self Service. This installation order insures the URLs are created correctly
at installation.
To configure an IIS website with https:
1 Import the SSL certificate into IIS.
■ In a production system, an SSL certificate must be sourced from a certificate
provider such as Verisign. You must import the certificate into IIS. More
information is available.
https://technet.microsoft.com/en-us/library/cc731014(v=ws.10).aspx
■ For a test system, a self-signed certificate can be created in IIS. More
information is available.
https://technet.microsoft.com/en-us/library/cc753127(v=ws.10).aspx
Install Portal
This section describes the installation of the NetBackup Self Service Portal.
To install the portal
1 Install the NetBackup Self Service Portal before the NetBackup Self Service
Adapter.
2 Install the NetBackup Self Service Portal on the web server. The portal
installation does create a database on a remote machine.
3 Run NetBackup Self Service Portal 8.1.2.exe.
The installer runs and copies the installation onto the computer. When the
installation completes, a configurator launches.
4 In the configurator select Install a New NetBackup Self Service Portal.
5 On the component screen, confirm that all options are selected and select
Next.
6 A validation screen runs to check that IIS is configured correctly
Installation 12
Install Portal
7 Use the New Install Configuration Options dialog to specify the site
configuration.
■ System Base Currency defines the currency type that Self Service uses.
■ The System Base Language defines the language that is displayed in the
user interface.
Caution: The application key is not used to encrypt the user's logon credentials.
11 A validation screen runs to check that the database credentials are correct.
12 A confirmation screen is presented. Confirm that the details are correct and
click Install.
13 On completion of the installation and configuration of the portal, log into to the
website.
The final page of the configurator contains the URL for the website. The
credentials for initial logon are:
User ID: Admin. The user ID is not case sensitive.
Password: password. The password is case-sensitive. You are required to
change the password at first logon.
Keep a copy of the URL from this final screen. Use this URL to connect to the
system.
Installation 14
Install Adapter
Install Adapter
This section guides you though the installation of the NetBackup Self Service
Adapter
To install the adapter
1 From the web server, run NetBackup Self Service Adapter 8.1.2.exe.
The installer runs and copies the installation files onto disk. When it completes,
the configurator launches.
2 Select Install NetBackup Self Service Adapter from the Select Installation
dialog box.
3 Confirm that all options are selected in the Select Components dialog and
select Next.
4 A validation screen runs, to check that PowerShell 3.0 or later is installed.
5 On the Select Portal Web Service screen, specify the Portal Web Service
Virtual Root for your system. The adapter communicates with the portal by
the portal's web services.
6 Select the IIS websites where you want to install the adapter pages and adapter
services in the Select IIS Websites dialog. Veritas recommends that the pages
are on a public site and the services are on a private site.
7 The Database Installer Connection dialog is used to create the database for
the adapter. Select the database server where the database is created and
choose a name for the database. Veritas recommends that you accept the
default database name, which is derived from the Site Name of the portal. The
credentials that are entered are used to create the database. The user that is
specified must have the sysadmin database privilege. This user is only used
while the configurator is active and the credentials are not stored.
8 Create a database user which the adapter pages and services can use to
connect the database on the Application Connection dialog.
9 A validation screen runs to check that the database credentials are correct.
10 A confirmation screen is presented. If the details are correct, click Install.
11 The installation runs.
Validation
When the installation completes, log into to the website with the URL and credentials
from the final screen of the portal installation. More information on how to validate
the installation and perform the initial setup is available.
Installation 15
Installed components
Installed components
This section shows the result of a default installation of NetBackup Self Service. It
shows the components that are installed and where they are installed.
File System
The portal and the adapter are installed under C:\Program Files\Biomni.
■ Portal: C:\Program Files\Biomni\Front Office version_number
■ Adapter: C:\Program Files\Biomni\NetBackup Self Service Adapter
version_number
Windows Service
The portal installs a Windows Service.
Installation 16
Installed components
IIS
Four components are installed in IIS. The figure shows the recommended
configuration. In this configuration, two IIS websites are created: a public site to
host the webpages and a private site to host the web services.
Database
Two databases are created.
■ Portal's database: NetBackupSelfService
■ Adapter's database: NetBackupSelfServiceNetBackupAdapter
■ Upgrade preparation
■ Validation
■ Rollback
Location Component
Location Component
You can identify the components in your environment from within NetBackup Self
Service.
■ Determine the servers where the portal components are installed by examining
the configuration check page in the Self Service website.
Log into Self Service and navigate to the configuration check page (Admin >
Support > Configuration Check).
Upgrade preparation
You must perform several steps to prepare for an upgrade.
To prepare for an upgrade
1 Back up the databases
You should back up both Self Service databases before you start the upgrade.
The default names for the databases are NetBackupSelfService and
NetBackupSelfServiceNetBackupAdapter. Perform these steps in SQL
Server Management Studio.
■ Make a note of the NetBackupSelfService database recovery model.
■ Set the database recovery model to Simple.
■ Back up the database.
■ Make a note of the NetBackupSelfServiceNetBackupAdapter database.
■ Set the database recovery mode to Simple.
Upgrade 21
Upgrade the Portal
The installer runs and copies the installation to the computer. When the
installation completes, a configurator launches.
2 Select Upgrade a NetBackup Self Service Portal in the configurator and click
Next.
3 Confirm that all components are selected in the Select Components dialog
and click Next.
4 A validation page runs to confirm IIS is configured correctly.
5 Choose the correct Website Virtual Root and Web Service Virtual Root
websites for upgrade.
Be sure that you select the correct websites for upgrade. In a default Self
Service installation the four websites are named as follows:
■ NetBackupSelfService - website virtual root
■ NetBackupSelfServiceNetBackupPanels - do not choose this website
■ NetBackupSelfServiceNetBackupServices - do not choose website
■ NetBackupSelfServicePublicWebService - web service Virtual Root
7 On the Upgrade Database dialog box, choose the database you want to
upgrade and supply credentials to connect to the database.
The database user who performs the upgrade must have the sysadmin Server
Role. This user is only used during the upgrade process and is not stored once
the configurator is complete.
If your database administrator does not want to grant the sysadmin role to you,
you can perform a database upgrade with a reduced permission set. More
information is available.
See “Reduced Database Permissions for Database Upgrade” on page 41.
8 On the confirmation screen, confirm that all the parameters that are entered
are correct. Click Install.
9 The configurator upgrades the portal.
The installer runs and copies the installation onto the computer. When the
installation completes, a configurator launches.
2 Select Upgrade NetBackup Self Service Adapter in the configurator and
click Next.
3 Leave all the options selected on the Select Components dialog box and click
Next.
4 A validation screen runs, to confirm that PowerShell is installed and enabled.
5 Select the correct Portal Panels Virtual Root and Web Services Virtual Root
websites that you want to upgrade.
6 A validation screen runs to confirm that you can connect to the portal web
services and that the portal has been upgraded.
Upgrade 23
Validation
7 On the Upgrade Database dialog box, choose the adapter database you want
to upgrade and supply credentials to connect to the database.
The database user who performs the upgrade must have the sysadmin Server
Role. This user is only used during the upgrade process and is not stored once
the configurator is complete.
If your DBA does not want to grant the sysadmin role to you, you can do a
database upgrade with a reduced permission set. More information is available.
See “Reduced Database Permissions for Database Upgrade” on page 41.
8 A validation screen runs, to confirm that you can connect to the database
9 A confirmation screen is presented. Check the parameters are correct and
then click Install to run the upgrade.
Validation
To validate the upgrade:
1 Start the portal application pool to bring the website online.
2 Log into the portal.
3 Perform the validation steps to confirm correct installation.
See “About post-installation validation” on page 27.
4 Confirm that the license is correct.
Name Code
Name Code
Table 4-3 Default request types associated with the dashboard end-user
actions
Name Code
Protect DBNEWBACK
Unprotect DBREMBACK
Confirm that all of the request types in Table 4-2 and Table 4-3 are active.
As part of the upgrade, the current versions of these five request types are installed.
The existing request types are exported to disk and stored in the
install_location\MsBuild\DataExport directory. The Integration Settings and
Action Request Types section is reset to the default request types. Review any
locally customized request types and update or replace the new request type as
appropriate.
These are the only request types currently used in NetBackup Self Service by
default. Any other shipped request types are deactivated on upgrade. Confirm their
status in Admin > Request & Approval > Request Type.
vCloud Director Import. System Sync imports any new backup images from all
master servers, expires old backup images, and calculates usage. Until these tasks
are run, the data that is displayed to the user may be incomplete.
To resynchronize the data
1 Log in to the website as an administrator, and navigate to the Monitoring tab.
The left side of the screen shows scheduled tasks.
2 Click the cog next to the System Sync task and select Run Now.
3 (Conditional) If you use vCloud Director, click the cog next to the vCloud
Director Import task, and select Run Now.
4 The Activity section on the right side of the screen monitors the progress of
these tasks.
If you do not perform these steps manually, the tasks run automatically overnight.
Rollback
To revert back to the previous version, a restore of the two NetBackup Self Service
databases is required. Additionally, you must reinstall the previous portal and
adapters or restore their web server from a backup).
Upgrade 26
Rollback
If you reinstall the portal and the adapters, ensure Database is not selected on the
Select Components dialog box during install. In both cases the database is restored
and does not need to be reinstalled.
During the portal reinstallation, when prompted for an application key, enter the
application key from the previous installation. This application key is the key used
to encrypt third party passwords in the restored databases and was recorded when
the previous version was deployed.
Chapter 5
Post-installation validation
This chapter includes the following topics:
■ Visual Check
■ Configuration Check
■ Windows Service
Perform a visual check of the website main See “Visual Check” on page 27.
screen.
Confirm the Windows service is configured See “Windows Service” on page 29.
correctly.
Visual Check
After installation it is important to check that the system has installed correctly. Log
on to the portal website. The main screen of the website should display correctly.
Post-installation validation 28
Configuration Check
Configuration Check
After installation, check that the system is configured correctly with the
Configuration Check screen (Admin >Support > Configuration Check).
Server Tab
■ Windows Service: Shows the status of the Windows services that are connected
to the Self Service database. Each Windows service writes heartbeat information
into the database every 5 minutes. If the database has not received a heartbeat
within 7 minutes the service is highlighted in red.
If the environment is an upgrade, you may need to click the Clear Windows
Service Records hyperlink. You may have references to previous installations
in red text with a status of Stopped.
You can configure the system with multiple Windows services connected to a
single database, which is a useful configuration for redundancy. Each Windows
service writes three records into the Windows service table, so if for example
there are two Windows services, six records are displayed.
■ Custom Task Plugins: Shows the custom tasks that are plugged into the task
engine. The table has one row for NetBackup Self Service Tasks. The status
of the tasks is Loaded.
■ Database: Shows the database version and most recent database change.
These fields are useful in support scenarios.
■ Web server: The critical field is the Web Root Address. This field should be
the URL of the home page of Self Service, as seen by a user of the system.
This setting is used when you construct emails with hyperlinks into NetBackup
Self Service.
■ Public web service: If the Public web service URL is incorrect the webpage
displays an error message.
■ Table: The table that is displayed at the bottom of the page shows the version
numbers, connection strings, and application encryption status of all the
components in the system. All of the version numbers and connection strings
must match; if they do not an error message is displayed. If the application key
is incorrect, the application encryption status indicates this problem, and an
error is displayed.
■ System Time Zone - choose a time zone which is an acceptable default for the
majority of users
■ Image Upload - Click the image icon to open the Image Manager. The Image
Manager should list the UploadedImages folder. Select the UploadedImages
folder and click upload. Browse to an image file and upload the file. If the file
is successfully uploaded, the image appears on the right-hand side of the Image
Manager dialog.
Email Tab
■ To configure SMTP settings for outbound email, click Edit SMTP Settings.
■ Review core email addresses for the system.
■ Send test email. Click Send Test Email to send a test email from the Self Service
system. For the email to be sent, a Windows service must be active, the email
task must be enabled, and the SMTP settings must be correct.
■ Check the email queue. To view queued emails click Email Queue. The email
queue shows any errors that are encountered with sending the email. When the
mail is sent successfully it is removed from the queue.
Windows Service
After an install, it is advisable to check that the Windows service is running correctly.
On the server where the Windows service is installed:
■ Open Event Viewer, and navigate to the Application Log.
■ Find messages with a source of DirectaService9.1$FrontOffice. The name
may vary slightly - the naming convention is DirectaService9.1$SiteName,
where SiteName is the name of the website.
■ If the Windows service has logged any errors then it is possible there is a
configuration problem. Examine the detail of the error.
A common configuration problem is the Windows service cannot connect to the
database. The Windows service checks to confirm that connectivity to the database
is defined in the configuration file. If the service cannot connect to the database it
logs an error in the Windows Event Log.
Chapter 6
Uninstallation
This chapter includes the following topics:
Windows Small X
Business Server
Windows 8, 7, Vista X
& XP
Internet Explorer 7 X
Internet Explorer 8 X
Software requirements 33
NetBackup software requirements for Self Service
Internet Explorer 9 X
Internet Explorer 11 X
Edge X
Firefox X
Chrome X
Safari X
Appendix B
Troubleshooting
This appendix includes the following topics:
Diagnosis
■ Log on to the website
■ Click the Location tab.
■ Click the Check Connectivity icon
If you receive the error message shown, there may be an execution policy issue.
If Check Connectivity does not generate an error, the execution policy is set
correctly.
To confirm there is an execution policy issue, navigate to the error log. Select Admin
> Support > Error Log and examine the errors. An example of an execution policy
issue is shown.
Solution
1 Log on to the web server
2 Open a PowerShell command prompt as administrator.
3 Type: Get-ExecutionPolicy –List
The list of the current execution policies is shown
4 If the Local Machine Scope is not set to Remote Signed, type the command:
Set-ExecutionPolicy -Scope LocalMachine -ExecutionPolicy
RemoteSigned
Execution policy scope treats items higher up the list as higher priority, overriding
those lower in the list. If the scope MachinePolicy is set to Restricted, then even
though LocalMachine is set to RemoteSigned you are still unable to run scripts.
This Stack Overflow post describes how to solve such problems.
Troubleshooting 36
Recovering a lost application key
http://stackoverflow.com/a/27755459
■ install_location\MsBuild\ConfigDecrypt.bat
■ install_location\PublicWebService\web.config
■ install_location\ServiceHost\DirectaSvcHost.exe.config
Appendix C
Load balanced installation
This appendix includes the following topics:
Figure C-1
You can run the installation on any web server or application server. The installation
process copies all of the required files onto the server. You can select the
components to install or upgrade at the Configurator stage. For example, to configure
an application server that hosts the Windows service, choose to configure only the
Windows service.
Load balanced installation 38
About load-balanced installation
When you create a load-balanced installation, all of the components must be installed
with the same application key. On the first installation of the system, generate a
new application key. On subsequent installs, copy the application key, rather than
generate a new key. More information about the application key is available.
See “Recovering a lost application key” on page 36.
Appendix D
Customizing image upload
This appendix includes the following topics:
■ DB Password: password
3 Once install is complete you can disable or delete the UpgradeUser, since it
is only used during the upgrade process.